SC&H Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
+1,577
New +$213K 0.04% 149
2025
Q1
Sell
-1,618
Closed -$208K 152
2024
Q4
$208K Buy
+1,618
New +$208K 0.04% 144